Forms, Documents, and Publications

2021 - 2022 Appointment List
Type: Appointment Lists


HealthMap Rx
Type: Benefits


2021 Travel Reimbursement Form - Charitable Rate (fillable pdf)
Type: Treasury Services Forms


Follow-Up to Boy Scout Bankruptcy Email
Type: Treasury Services Forms


BSA - General Engagement Terms and Conditions
Type: Treasury Services Forms


BSA FAQ
Type: Treasury Services Forms


2021 Retiree Health Plan Video
Type: Benefits


Apportionments and YTD Remittances
Type:


2020 - 2021 Appointment List
Type: Appointment Lists


2021 Additional Health Benefit Information
Type: Benefits,Moving Clergy


2021 The Guardian Additional Benefits Enrollment Kit
Type: Benefits,Moving Clergy


2021 Additional Pension Information and Forms
Type: Benefits,Moving Clergy


Journal 2020
Type: Journals


Clergy Travel Expense Policy
Type: Clergy,Local Church


Journal 2019
Type: Journals


2019 - 2020 Appointment List
Type: Appointment Lists


Local Church Finance Checklist
Type: Local Church


2018 - 2019 Appointment List
Type: Appointment Lists


Journal 2018
Type: Journals


2017 - 2018 Appointment List
Type: Appointment Lists


Journal 2017
Type: Journals


2016 - 2017 Appointment List
Type: Appointment Lists


Journal 2016
Type: Journals


2015 - 2016 Appointment List
Type: Appointment Lists


Journal 2015
Type: Journals


Journal 2014
Type: Journals


2019 Duke Clergy Health Initiative Summary Report
Type: Benefits


2020 Clergy Assessment Instructions
Type: Assessments


2020 Clergy on a Church Staff Self-Assessment (Assistant, Associate, Deacon)
Type: Assessments


2020 Clergy Self-Assessment
Type: Assessments


2020 Deacon’s Secondary Appointment Discussion with Senior Pastor
Type: Assessments


2020 Health Rates & Individual Contributions
Type: Benefits,Treasury Services Forms


2020 Remittance Report Form
Type: Treasury Services Forms


2020 S/PPRC Assessment
Type: Assessments


2020 Senior Pastor Assessment of Clergy on a Church Staff (Assistant, Associate, Deacon)
Type: Assessments


2021 Flyer Healthperx
Type: Benefits


2021 Health Plan Benefit Highlights
Type: Benefits


2021 Health Rates & Individual Contributions
Type: Benefits,Treasury Services Forms


2021 Remittance Report Form
Type: Treasury Services Forms


2021 Wespath PIP Contribution Election Form
Type: Benefits,Moving Clergy


2021 WNC Healthgram Open Enrollment Form
Type: Benefits


2021 WNCC Flex Enrollment Election Form (fillable pdf)
Type: Benefits,Treasury Services Forms


2021 WNCC Flex Enrollment Election Form (pdf)
Type: Benefits,Treasury Services Forms


2021 WNCCUMC Health Map Flyer
Type: Benefits,Treasury Services Forms


501c3 Personalized Ruling Request Form (Online)
Type: Tax Information


Accountable Reimbursement Expense Voucher (Sample)
Type: Local Church


Accountable Reimbursement Policy (Long Form)
Type: Local Church


Accountable Reimbursement Policy (Short Form)
Type: Local Church


Accountable Reimbursement Policy Q and A
Type: Local Church


Active Plan Prescription Drug Administrator
Type: Benefits


Africa University Fund Information
Type: Budget


Annual Accessibility Audit
Type: Local Church


Application for Moving Allowance
Type: Benefits,Moving Clergy


Black College Fund Information
Type: Budget


Certificate for Church Treasurers
Type: Local Church


Change of Address for Pension, PPC, WNCC Health Benefits, Standard, and TSPD
Type: Benefits,Moving Clergy


CHAPTER 59B - UNIFORM UNINCORPORATED NONPROFIT ASSOCIATION ACT.
Type: Incorporation


Church Property Leasing Information
Type: Local Church


Clergy Housing Guidelines and Policies
Type: Clergy


Clergy Vacation and Education Policy
Type: Clergy


Conference Wellness Initiative
Type: Benefits


Consumer Price Index
Type: Budget


Contract Employee Agreement
Type: Human Relations and Employment Issues


Department of Labor FAQ's for White Collar Overtime
Type: Human Relations and Employment Issues


Disciple Outreach Ministries Form
Type: Other


eLead Job Descriptions
Type: Human Relations and Employment Issues


Employee Evaluation Document
Type: Human Relations and Employment Issues


Employee OR Contractor Test
Type: Human Relations and Employment Issues


Employment Application Form
Type: Human Relations and Employment Issues


Episcopal Fund Information
Type: Budget


Equitable Compensation Grant Request Form
Type: Equitable Compensation


Exchange Notice Packet To Local Churches Sept2013
Type: Local Church


Exchange Notice Template for Local Church Completion
Type: Treasury Services Forms


Federal Employer Identification Number Application
Type: Tax Information


Flexible Spending Account Frequently Asked Questions
Type: Benefits


Form W-4
Type: Tax Information


GCFA Tax Packet
Type: Tax Information


General Administration Fund Information
Type: Budget


General Board of Discipleship Stewardship Division
Type: External Links


General Board of Global Ministries
Type: Other


Guardian Life Insurance
Type: Benefits


Interdenomination Cooperation Fund Information
Type: Budget


Interns And Contractor Guidelines
Type: Human Relations and Employment Issues


IRS Form W-9
Type: Benefits,Moving Clergy,Treasury Services Forms


IRS Mileage and Maintenance Record
Type: Treasury Services Forms


IRS Mileage and Maintenance Record (Printer friendly)
Type: Treasury Services Forms


IRS-Special Rules for Compensation of Ministers
Type: Safe Sanctuaries


Job Description Template
Type: Human Relations and Employment Issues


Lake Institute on Faith and Giving
Type: External Links


Lay Leadership Manual
Type: Other


Lay Servant's Annual Report
Type: Lay Servant Ministries


Live Stream Counting for Year End Report
Type: Local Church


Local Church Incorporation Information
Type: Incorporation


Moving Expense Policy
Type: Benefits,Moving Clergy


Natural Church Development Covenant
Type: Other


NC-4Web
Type: Tax Information


North Carolina Registration for Income Tax Withholding Information
Type: Tax Information


Pastoral Expectation Questionnaire
Type: Local Church


Petition #18 for 2004 Annual Conference
Type: Safe Sanctuaries


Policy Review Guide
Type: Safe Sanctuaries


Property and Estate Planning - GCFA
Type: Property


Protection Policy for WNCC Youth Events
Type: Safe Sanctuaries


Q&A Local Church Audits
Type: Audit


Quarterly Review Document
Type: Human Relations and Employment Issues


Record Retention Schedule
Type: Local Church


Request for Taxpayer Identification Number and Certification
Type: Treasury Services Forms


Retiree Seminar Pt 1
Type: Benefits


Retiree Seminar Pt 2
Type: Benefits


Sample Church Policy and Procedures
Type: Safe Sanctuaries


Sample Financial Policies & Procedures of a Local UMC Church
Type: Budget


Sample Incident Report
Type: Safe Sanctuaries


Sample Registration and Release Form
Type: Safe Sanctuaries


Sample Volunteer Interest Form
Type: Safe Sanctuaries


Sample Volunteer Tracker Spreadsheet
Type: Safe Sanctuaries


Scorecard Metrics are for Learning, not Judging
Type: Local Church


State Sales Tax Refund Forms
Type: Tax Information


Tax Guide for Churches - IRS
Type: Safe Sanctuaries


The Book of Discipline Errata 2016
Type: Other


The Church Network (church administration networking and resources)
Type: External Links


The Local Church Audit Guide
Type: Audit


Transfers Form
Type: Treasury Services Forms


UM Discipleship Ministries: Electronic Giving Webinar 2020
Type: Stewardship


Webinar - Financial Faithfulness in Uncertain Times
Type: Local Church


Worker's Compensation
Type: Local Church


World Service Fund Information
Type: Budget


Year End Statistical Report BLANK Form
Type: Treasury Services Forms